Ngibonga ngqo amahemuhemu akhomba kuwo Disney inentshisekelo enkulu kunanini ngaphambili ekuthengeni NetflixEmasontweni adlule ukubaluleka kwamasheya akamuva akuyekile ukukhuphuka. Elinye lamaphuzu okwenza ucabange kakhulu ngalezi zindaba ubuhlobo obuhle izinkampani zombili ezinabo futhi obuvumela ipulatifomu eyaziwayo yokusakaza ividiyo ukusabalalisa okuqukethwe kweDisney.
Ngaphambi kokuqhubeka, ake ngikutshele ukuthi, okwamanje, sikhuluma ngamahemuhemu kuphela yize, okuphambene nalokho obekushiwo sonke lesi sikhathi, ngalesi sikhathi akushiwo lokho kuphela IDisney ingahle ibe nentshisekelo yokuthenga iNetflix, kepha futhi bazobe bahlela indlela engcono kakhulu yokubamba Twitter. Ngokwami, angijwayele ukulubheka kakhulu lolu daba lwamahemuhemu ngaphandle kokuthi, njengoba kunjalo, umhlaziyi onjengaye Amandla kaWilliamnguRobert W. Baird & Co, yiba umbhali ofanayo.
Naphezu kwezingqinamba, iDisney kungenzeka ivule indlela yokuthenga iNetflix.
Ngokwamazwi akhe uqobo Amandla kaWilliam:
Ngokuphathelene namahemuhemu okuhlangana nokuthengwa kwakamuva, noma ngabe iDisney, i-Apple, noma enye, iNetflix ingaba yisisulu.
Kulungile manje Kungani wonke umuntu ebuka iDisney? Ngokwami, ngicabanga ukuthi kungenxa yomlando wayo kusukela namuhla bane-30% yenkampani yeHulu, nayo ezinikele ekusakazeni ividiyo, futhi muva nje banqume ukusebenzisa imali eyizigidi eziyizinkulungwane zamarandi ukuthenga ingxenye yesithathu ye-Advanced division Media Tech kuMajor League I-baseball. Ngakolunye uhlangothi, njengoba kushiwo futhi, lezinhlangano zakamuva zingabeka ukuthengwa kweNetflix engcupheni enkulu njengoba iziphathimandla ezilawulayo zikubona njengokujwayela ukuzithoba.
Ukwaziswa okwengeziwe: I-MarketWatch